Broadcom's latest earnings clearly show that the company is executing well operationally. Adjusted EPS of $1.95 and revenue of $18.02 billion for fiscal Q4 beat analyst expectations, and year-over-year growth of 37% in earnings and 28% in sales is impressive. AI semiconductor sales, which jumped 74% YoY, were a major contributor, and the guidance for Q1 revenue of $19.1 billion — up 28% YoY — underscores that Broadcom continues to ride strong demand in the AI and data center markets. On paper, this is a robust performance. That said, the market reaction tells a different story. Broadcom stock fell more than 4% in after-hours trading despite the earnings beat. The reason seems to be the $73 billion backlog in AI products, which, surprisingly, disappointed some investors. It appears that exp

Broadcom Beat Estimates: So Why Did the Stock Tank? Global AI ASIC leader $Broadcom(AVGO)$   released its FY2025 Q4 earnings after hours. Although the quarterly results exceeded expectations across the board, the stock price took a sharp dive shortly after the earnings call began. So, what exactly was discussed during the call? Why Did the Stock Plunge? The $73 Billion AI Revenue Guidance: Bright, But Not Dazzling Enough The recent explosive popularity of $Alphabet(GOOG)$  's TPUv7 has once again ignited market enthusiasm for the ASIC sector. As Google's core partner for TPUs, Broadcom stands at the forefront of this trend. The m

$Broadcom(AVGO)$  The after-hours pullback in Broadcom reflects expectation management rather than a breakdown in fundamentals. Is the semiconductor dip a buying opportunity? Selective rather than broad. The sector has rerated sharply on the AI theme, so any data point that does not exceed lofty expectations invites profit-taking. That said, secular demand for AI infrastructure, networking, and custom silicon remains intact. High-quality names with pricing power, diversified end markets, and visible cash flows still justify accumulation on weakness. Lower-quality, narrative-driven names deserve more caution. Has the market abandoned the AI narrative? No. What we are seeing is a transition from narrative-driven multiple expansion to execution-

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$Broadcom(AVGO)$  I feel the present semiconductor dip presents a potential buying opportunity for long-term investors, as  fundamental AI demand still remains strong despite recent market rotation and short-term volatility. The market rather is consolidating after significant gains, with investors becoming more discerning and reacting sharply to disappointing results like those from Oracle. Broadcom's robust Q4 2025 earnings report confirms continued strong AI demand, which we could likely interpret as a positive signal for the sector's underlying strength.  While short-term volatility exists, medium term history suggests that after every downturn, chip sales continue to reach higher highs due to structural demand. For th

$Broadcom(AVGO)$   Despite beating earnings expectations, Broadcom ($AVGO) stock dropped over 4% in after-hours trading. The market's surprising negative reaction hinges on the revealed $73 billion AI product backlog—a figure investors deemed disappointing. ​It's a classic case of beating the numbers but missing the hyper-inflated expectations surrounding the "AI Dream." Are we seeing the first major sign that the AI bubble is starting to deflate, as some critics suggest? ​The Sceptic's View: The market is now recognizing that growth won't be as aggressive as priced in, leading to a crucial recalibration of valuations across the tech sector. ​The Contrarian's View: Is the drop an overreaction? If the underlying results are solid, this di

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$Broadcom(AVGO)$ expects AI revenue growth to accelerate even higher in 2026, and Broadcom CEO sees spending momentum by customers for AI to continue to accelerate in 2026, but why is Broadcom share price still not surging after earnings release? In this article we would like to discuss why Broadcom (AVGO) did not surge despite bullish AI commentary, what this signals about market expectations, and how investors can still position for advantage. 1. Why Broadcom’s Stock Did Not Surge After Earnings Even with strong AI commentary from management, several market dynamics generally cap post-earnings upside. (A) Expectations were already extremely high By late 2025, Broadcom is widely viewed as one of the “AI infrastructure oligopoly” players. Investor

$Broadcom(AVGO)$  still enough get more in high level position before traditional cycle time frame on march to april next years. Underpressure from option volume and volatility index could not easy to speedup, rally on drive to market position in oversold from higher top level. (Gap 200 point) 

$Broadcom(AVGO)$ Hyperscaler horror hits hard as Oracle's Q2 earnings splashdown on December 10, 2025, sparked a 12% stock plunge to $190.50 amid revenue of $16.1 billion (up 14% YoY but shy of $16.15 billion est) and capex ballooning to $2.5 billion (up 19%), fanning fears of AI overbuild and 30% utilization lags that torched sentiment across the chain. Non-GAAP EPS crushed at $2.26 (up 54% YoY, beating $1.64 est), with OCI cloud up 34% to $2.8 billion on AI bookings tripling, but the capex crush and backlog blues from OpenAI's $300B limbo amplified the meltdown, dragging peers like Nvidia down 1.5% in sympathy. Now, all eyes lock on Broadcom's Q4 report tonight – Citi and Goldman pound tables for beats on Google's TPU unlock and hyperscaler $3T

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$Broadcom(AVGO)$   🚀 Broadcom Earnings Preview: Can the AI Engine Deliver Another Blowout Quarter? With expectations mounting, all attention is turning to Broadcom (AVGO) as it prepares to report earnings. The company has already delivered several consecutive beats — but this quarter carries extra weight because it sits at the intersection of two rapidly accelerating trends in AI infrastructure. Both Citi and Goldman Sachs are openly bullish, calling for Broadcom to outperform consensus once again. Their conviction stems from two structural tailwinds that are reshaping the semiconductor ecosystem — and placing Broadcom in a stronger competitive position than ever. ⸻ ⚡ 1. Google’s TPU Ecosystem Opening — A Transformational Shift A catalys

$Broadcom(AVGO)$  Broadcom is one of those companies that doesn’t get as much hype as Nvidia, but quietly keeps delivering. With Citi and Goldman both expecting another beat, I’m honestly not surprised. The AI tailwinds are still very real for AVGO — especially with Google opening up access to its TPU ecosystem and hyperscalers ramping their infrastructure spending again. What stands out to me is the outlook: analysts are talking about triple-digit AI revenue growth heading into FY2026. That’s not a small number, and it shows how deeply Broadcom is tied into the AI supply chain. They’re basically becoming one of the “must-have” players behind the scenes. The question now is whether the stock already priced this in, or if there’s still room fo

$Broadcom(AVGO)$  upbeat earnings bullish 

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$Broadcom(AVGO)$  looks like Ai is back on the menu boys! #boughtthedip #googleaiftw # midastouchmuch

$Tesla Motors(TSLA)$ $Broadcom(AVGO)$  The signals are clear, the risk is mispriced, and I’m positioned early into the catalysts that decide the next move. Confidence remains high, fragility remains hidden, and I see that as the exact environment where the best trades emerge. The surface looks calm. Underneath, the market is already shifting. The S&P 500 has pushed into a 4 day win streak and Nasdaq delivered both daily and weekly gains even as BTC volatility tried to derail risk appetite. VIX settling at 15.41 shows comfort rather than fear. But selective strength always raises questions worth answering. NYSE and Nasdaq both printed slightly more decliners than advancers on Friday, yet real dema